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Definition of objective
a desired quantifiable achievement for a period of time
objectives of a financial nature that the firm will strive to accomplish during the period
the linear mathematical equation that
The fund's investment strategy category as stated in the prospectus. There are
the right (usually by virtue of position or rank) to use resources to accomplish a task or achieve an objective
a restriction inhibiting the achievement of an objective
compensation that is dependent on the
A resource sacrificed or forgone to achieve a specific objective (Horngren et al.), defined
the cash or cash equivalent value necessary to attain an
a set of formal methods
A benchmark that is designed to meet a client's requirements and long-term
Performance over time, rated on a scale of 1-10.1 indicates that a mutual fund's return was in the
a measure of how well an organization’s goals
Also called indexing plus, an indexing strategy whose objective is to exceed or replicate
a monetary reward provided for performance
Set of funds with different investment objectives offered by one management company. In many
a budget developed by top management
a judgment about which assets will be
a critical factor that management believes will
an employee who is directly responsible for
a method of mathematical programming used to solve a problem that involves an objective function and multiple limiting factors or constraints long-term variable cost a cost that was traditionally viewed as a fixed cost
management control system (MCS)
an information system that helps managers gather information about actual organizational occurrences, make comparisons against plans,
a variety of techniques used
A close personal contact, usually in your industry who has a network of contacts in the investment community and can assist a person in achieving their objectives.
When you buy a mutual fund, you are pooling your money with that of other investors. An investment professional called a portfolio advisor takes that money and invests it for all the investors in a variety of different securities as determined by the investment objectives of the mutual fund. This gives you the benefit of diversification that is, being invested in many different investments at once.
Includes all the sales and expense activities of a business.
A practice prohibited by the SEC which involves attempts by a corporation to obtain
the solution to a linear programming problem
Optimization approach to indexing
An approach to indexing which seeks to Optimize some objective, such
Overhead generally refers to indirect, in contrast to direct,
a method of ranking the causes of variation
the process of creating the goals and objectives for
the second decision made in capital project evaluation in which projects are ranked according to their impact on the achievement of company objectives
A series of linked activities that result in a specific objective. For example, the
Formal written document to sell securities that describes the plan for a proposed business
A legal document that must be filed with securities regulators in order to distribute securities, including mutual funds. Mutual fund dealers are required by law to distribute this document to investors before the purchase of any units. It contains all key information, such as investment objectives and strategies, risk factors and financial highlights.
the obligation to accomplish a task or achieve an objective
Set of contracts perspective
View of corporation as a set of contracting relationships, among individuals
an approach to personnel management
the link between an organization’s goals and objectives
a situation in which an individual manager
Tactical Asset Allocation (TAA)
An asset allocation strategy that allows active departures from the normal
the process of determining the specific
Persons who take positions in securities and their derivatives with the objective of making profits.
a comprehensive budgeting process
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